DiNuzzo Private Wealth, Inc.
- SEC CIK
- 0001994563
- 最新申報
- 2026/7/10
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/16 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 1,367
- 較 2025 年第 3 季 −2
- 總值
- $9.19 億
- 較 2025 年第 3 季 +$3,730 萬 (+4.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 2,443,342 | $1.04 億 | 11.3% | +198,940+8.9% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 2,043,634 | $9,799 萬 | 10.7% | +95,540+4.9% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,177,545 | $8,734 萬 | 9.5% | −46,128−3.8% | 減碼 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 1,815,396 | $6,210 萬 | 6.8% | −31,095−1.7% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 735,392 | $5,123 萬 | 5.6% | −4,140−0.6% | 減碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 1,815,929 | $4,798 萬 | 5.2% | +127,675+7.6% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,391,429 | $4,795 萬 | 5.2% | −96,273−6.5% | 減碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,219,564 | $4,638 萬 | 5.0% | −20,442−1.6% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 1,351,902 | $4,446 萬 | 4.8% | −7,475−0.5% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 907,983 | $3,595 萬 | 3.9% | −16,139−1.7% | 減碼 | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 565,854 | $2,866 萬 | 3.1% | +117,927+26.3% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 660,239 | $2,509 萬 | 2.7% | −69,379−9.5% | 減碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 735,429 | $2,433 萬 | 2.6% | −31,833−4.1% | 減碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 436,497 | $2,360 萬 | 2.6% | +62,255+16.6% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 465,337 | $2,168 萬 | 2.4% | −5,330−1.1% | 減碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 642,745 | $2,035 萬 | 2.2% | −23,449−3.5% | 減碼 | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 329,297 | $1,786 萬 | 1.9% | +1,970+0.6% | 加碼 | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 234,834 | $1,737 萬 | 1.9% | −8,747−3.6% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 434,485 | $1,415 萬 | 1.5% | −23,885−5.2% | 減碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 239,983 | $1,198 萬 | 1.3% | −7,816−3.2% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 135,153 | $804.7 萬 | 0.9% | −1,893−1.4% | 減碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 209,276 | $706.1 萬 | 0.8% | −16,408−7.3% | 減碼 | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 217,678 | $702.0 萬 | 0.8% | −18,581−7.9% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 189,035 | $618.7 萬 | 0.7% | −6,861−3.5% | 減碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 107,461 | $565.6 萬 | 0.6% | +2,747+2.6% | 加碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 80,070 | $385.7 萬 | 0.4% | +5,962+8.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 12,165 | $330.7 萬 | 0.4% | −710−5.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,557 | $231.0 萬 | 0.3% | +28+0.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 50,535 | $219.5 萬 | 0.2% | −2,523−4.8% | 減碼 | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 120,000 | $200.9 萬 | 0.2% | +120,000 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,102 | $198.4 萬 | 0.2% | +18+0.4% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,908 | $175.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,757 | $163.3 萬 | 0.2% | +202+2.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 48,138 | $158.6 萬 | 0.2% | −3,203−6.2% | 減碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 27,275 | $116.9 萬 | 0.1% | −1,931−6.6% | 減碼 | – |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 27,160 | $112.7 萬 | 0.1% | +1,770+7.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 45,385 | $103.9 萬 | 0.1% | +4,648+11.4% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,102 | $102.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,478 | $92.7 萬 | 0.1% | +143+10.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,875 | $90.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,595 | $85.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,958 | $83.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 8,904 | $82.2 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 21,161 | $80.6 萬 | 0.1% | +37+0.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,262 | $77.5 萬 | 0.1% | 00.0% | 不變 | – |
| WSBCWesbanco Inc | COM | 22,712 | $75.5 萬 | 0.1% | −125−0.5% | 減碼 | 歷史 |
| EQTEQT Corp | Stock | 13,626 | $73.0 萬 | 0.1% | −10.0% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,025 | $67.9 萬 | 0.1% | +11+0.5% | 加碼 | – |
| ORCLOracle Corp | Stock | 3,392 | $66.1 萬 | 0.1% | +7+0.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,084 | $54.5 萬 | 0.1% | −200−15.6% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 10,481 | $54.3 萬 | 0.1% | +259+2.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 756 | $51.8 萬 | 0.1% | −20−2.6% | 減碼 | – |
| DDominion Energy, Inc | Stock | 8,798 | $51.5 萬 | 0.1% | +194+2.3% | 加碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 2,706 | $50.1 萬 | 0.1% | +37+1.4% | 加碼 | – |
| BNYBank of New York Mellon Corp | Stock | 4,207 | $48.8 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,493 | $47.6 萬 | 0.1% | +4+0.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,963 | $45.3 萬 | <0.1% | +25+1.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 974 | $43.8 萬 | <0.1% | −50−4.9% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,175 | $42.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,092 | $34.2 萬 | <0.1% | +29+2.7% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,141 | $33.2 萬 | <0.1% | +20.0% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 6,193 | $33.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RKTRocket Companies, Inc. | Stock | 16,821 | $32.6 萬 | <0.1% | +16,821 | 新進 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,301 | $32.0 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,964 | $31.6 萬 | <0.1% | +3,964 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,461 | $31.3 萬 | <0.1% | +19+1.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,595 | $31.2 萬 | <0.1% | −92−3.4% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,665 | $30.2 萬 | <0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 519 | $29.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,965 | $26.2 萬 | <0.1% | 00.0% | 不變 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 717 | $25.8 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,940 | $23.9 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,325 | $22.4 萬 | <0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 8,938 | $22.2 萬 | <0.1% | −7−0.1% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,476 | $21.2 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 4,646 | $21.0 萬 | <0.1% | 00.0% | 不變 | – |
| FDXFedEx Corp | Stock | 718 | $20.7 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 832 | $20.1 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Instl Index FD922040852 | ULTR SHOR TR ETF | 2,652 | $20.0 萬 | <0.1% | +2,652 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 303 | $20.0 萬 | <0.1% | +4+1.3% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 2,880 | $19.5 萬 | <0.1% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 1,897 | $18.8 萬 | <0.1% | +11+0.6% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 474 | $18.4 萬 | <0.1% | +145+44.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 4,392 | $18.2 萬 | <0.1% | −412−8.6% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 4,413 | $18.0 萬 | <0.1% | −22−0.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 513 | $17.8 萬 | <0.1% | +22+4.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 514 | $16.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,030 | $15.8 萬 | <0.1% | +20+2.0% | 加碼依 5 比 1 拆股換算 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 3,090 | $15.0 萬 | <0.1% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 133 | $14.3 萬 | <0.1% | −263−66.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 424 | $13.7 萬 | <0.1% | +18+4.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 628 | $13.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 324 | $12.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 751 | $12.2 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 2,183 | $12.0 萬 | <0.1% | −34−1.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 333 | $11.7 萬 | <0.1% | +15+4.7% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 868 | $11.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 490 | $11.2 萬 | <0.1% | −6−1.2% | 減碼 | 歷史 |
| NOVNOV Inc. | COM | 6,931 | $10.8 萬 | <0.1% | +31+0.4% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 421 | $10.8 萬 | <0.1% | −2−0.5% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（43 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 557 | $1.15 萬 | <0.1% | – |
| KKellanova | Stock | 52 | $4,134 | <0.1% | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 71 | $1,906 | <0.1% | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 6 | $1,788 | <0.1% | 歷史 |
| SKXSkechers USA Inc | CL A | 25 | $1,577 | <0.1% | 歷史 |
| BLDPBallard Power Systems Inc. | COM | 500 | $1,010 | <0.1% | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 29 | $777 | <0.1% | 歷史 |
| ROADConstruction Partners, Inc. | COM CL A | 6 | $720 | <0.1% | 歷史 |
| SLABSilicon Laboratories Inc. | Stock | 5 | $672 | <0.1% | 歷史 |
| PINCPremier, Inc. | CL A | 25 | $648 | <0.1% | 歷史 |
| SHAKShake Shack Inc. | CL A | 5 | $530 | <0.1% | 歷史 |
| PCYOPure Cycle Corp | COM NEW | 50 | $505 | <0.1% | 歷史 |
| SNNRFSunrise Communications AG | ADS CL A | 8 | $503 | <0.1% | 歷史 |
| PPBIPacific Premier Bancorp Inc | COM | 19 | $466 | <0.1% | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 18 | $427 | <0.1% | 歷史 |
| COOPMaverick Merger Sub 2, LLC | COM | 2 | $378 | <0.1% | 歷史 |
| WERNWerner Enterprises Inc | COM | 13 | $376 | <0.1% | 歷史 |
| NVXNOVONIX Ltd | SPONSORED ADS | 250 | $373 | <0.1% | 歷史 |
| VMEOVimeo, Inc. | COMMON STOCK | 82 | $345 | <0.1% | 歷史 |
| KMTKennametal Inc | COM | 13 | $279 | <0.1% | 歷史 |
| RHRH | COM | 1 | $226 | <0.1% | 歷史 |
| ARCBArcbest Corp | COM | 3 | $222 | <0.1% | 歷史 |
| HBIHanesbrands Inc. | COM | 33 | $209 | <0.1% | 歷史 |
| ALEAllete Inc | COM NEW | 3 | $193 | <0.1% | 歷史 |
| HWKNHawkins Inc | COM | 1 | $168 | <0.1% | 歷史 |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 4 | $167 | <0.1% | 歷史 |
| TNCTennant Co | COM | 2 | $165 | <0.1% | 歷史 |
| CNMDCONMED Corp | COM | 3 | $164 | <0.1% | 歷史 |
| HRMYHarmony Biosciences Holdings, Inc. | COM | 4 | $148 | <0.1% | 歷史 |
| AINAlbany International Corp | CL A | 2 | $128 | <0.1% | 歷史 |
| EVTCEVERTEC, Inc. | COM | 3 | $108 | <0.1% | 歷史 |
| UPBDUpbound Group, Inc. | COM | 4 | $102 | <0.1% | 歷史 |
| INFAInformatica Inc. | COM CL A | 4 | $100 | <0.1% | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 2 | $94 | <0.1% | 歷史 |
| FOURShift4 Payments, Inc. | CL A | 1 | $91 | <0.1% | 歷史 |
| UAAUnder Armour, Inc. | Stock | 13 | $65 | <0.1% | 歷史 |
| HUNHuntsman CORP | COM | 5 | $56 | <0.1% | 歷史 |
| HIHillenbrand, Inc. | COM | 2 | $51 | <0.1% | 歷史 |
| ACHCAcadia Healthcare Company, Inc. | COM | 2 | $46 | <0.1% | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 1 | $38 | <0.1% | 歷史 |
| LCIDLucid Group, Inc. | COM | 16 | $32 | <0.1% | 歷史 |
| ASTHAstrana Health, Inc. | COM NEW | 1 | $32 | <0.1% | 歷史 |
| CWHCamping World Holdings, Inc. | CL A | 1 | $18 | <0.1% | 歷史 |